Copley Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Copley Financial Group’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$378K	Sell	550 -36	-6%	-$24K	0.23%	58
2026 Q1	$350K	Sell	586 -4	-0.7%	-$2.5K	0.21%	82
2025 Q4	$370K	Sell	590 -33	-5%	-$20.5K	0.23%	83
2025 Q3	$382K	Buy	623 +167	+37%	+$98.4K	0.26%	77
2025 Q2	$259K	Buy	456 +3	+0.7%	+$1.58K	0.19%	91
2025 Q1	$233K	Buy	453 +313	+224%	+$169K	0.18%	94
2024 Q4	$75.4K	Sell	140 -134	-49%	-$72.6K	0.06%	95
2024 Q3	$145K	Buy	+274	New	+$139K	0.13%	96

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Copley Financial Group's VOO Position: Q2 2026 in Review

Copley Financial Group reduced its Vanguard S&P 500 ETF (VOO) stake by 6.1% in Q2 2026, selling an estimated $24K and leaving 550 shares worth $378K. The position accounts for 0.23% of the portfolio, ranked #58.

Copley Financial Group first reported a position in VOO in Q3 2024 and has held it in 8 quarters since. The position peaked at $382K in Q3 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Copley Financial Group held 550 shares of Vanguard S&P 500 ETF worth $378K as of Q2 2026.
Copley Financial Group sold 36 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $24K.
Vanguard S&P 500 ETF made up 0.23% of Copley Financial Group's portfolio in Q2 2026, its #58 holding.
Copley Financial Group first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
Copley Financial Group's Vanguard S&P 500 ETF position peaked at $382K in Q3 2025.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.